Adaptive AI Knowledge Base
Domains, Websites & Publishing
What is a Two‑Step Order Form?
Two‑Step Order Forms split checkout into two lightweight screens. Step 1 typically captures contact and shipping details while Step 2 collects payment and finalizes the order. Separating these steps can reduce friction, improve conversions. This form can be easily added to any funnel step making it simple to begin selling your products!
Key Benefits of Two‑Step Order Forms
- Customize the fields that are shown/hidden and required/optional to match your needs.
- Cart mode and quantity limits let buyers select exactly what they need while keeping totals clear.
- Order bump support makes it easy to offer complementary items on checkout.
- Step‑specific labels, headers, and buttons keep messaging on‑brand and easy to follow.
Products Setup (Prerequisite)
- 1Go to Sites in the left navigation, open your Funnel, and select the funnel step you want to use.
- 2Open the Products tab on the right. Click + Add Product.
- 3Use the Product dropdown to select the item you want to sell or click the inline text link to create a new product.
- 4Click Additional options to Allow multiple quantity, set Max per order and Mark this item as a Main product or a Bump product.
- 5Repeat to add one or many products as needed!
Adding the Two‑Step Order Form to a Funnel
After products are attached to the step, follow these steps to add and configure the Two‑Step Order Form element in your funnel.
S tep 1: Navigate to your Funnel Step
Go to Sites → Funnels, open your funnel, and select the specific step where you’ll place the checkout.
Step 2: Add the Two‑Step Order Form Element
Click Add Elements (+) in the top‑left and under Order elements, select the Two‑Step Order element. Drag this element into your design.
Step 3: Configure Step 1
Step 1 captures contact information and shipping details. In the element settings, open Form options and select Step 1. Here you can configure:
- Headline and Sub‑headline
- Company name: Hidden, Optional, or Required.
- Placeholders/Display names for visible fields.
- Phone: required/optional/hidden.
- Shipping: toggle On/Off.
- Button text for progressing to Step 2.
Step 4: Configure Step 2
Step 2 takes payment information and finalizes the purchase. In the element settings, open Form options and select Step 2.
Here you can edit the labels, headers, and button text for payment and confirmation.
Step 5: Other Settings (Optional)
Use the additional settings to control how products are presented, whether you offer add‑ons, and if buyers can apply discounts:
- Toggle (when available for your funnel version). To learn more about Shopping Cart Mode in Order Forms,
- Enable and configure an To learn more about Order Bumps in Forms,
- Enable Coupon Codes.
Step 6: Style the Form
In the element settings, adjust Button, Text and Background Colors to match your brand.
Step 7: Preview and Publish
Before publishing your funnel, click the Preview button in the upper-right corner to test your order form. Once verified, click the blue Publish button.
Frequently Asked Questions
Q: Why don’t my products appear in the Two‑Step Order Form?
Q: How do I let customers buy multiple quantities?
In Products → Additional options, enable Allow multiple quantity and set Max per order.
Q: Can I use a two‑step order form in V1 funnels?
Two‑step order forms can be added in funnels. Consider migrating the step to V2 to access the latest settings such as cart mode.
Q: Does the order form support subscriptions and one‑time products?